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DFFVX vs LSVQX
DFFVX vs LSVQX Comparison
Open Charts DFFVX vs LSVQX
DFA US Targeted Value I
Price$40.19
Change+$4.46 (+12.48%)
VolumeN/A
Net Assets14.92B
LSV Small Cap Value Institutional
Price$19.50
Change+$0.20 (+1.04%)
VolumeN/A
Net Assets603.69M
DFFVX vs LSVQX Comparison Chart in %
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DFFVX vs. LSVQX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFFVX is a Buy and LSVQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.9B vs. LSVQX (604M). LSVQX pays higher dividends than DFFVX: LSVQX (1.79) vs DFFVX (1.58). DFFVX was incepted earlier than LSVQX: DFFVX (26 years) vs LSVQX (13 years). LSVQX (0.83) is less costly to investors than DFFVX (0.30). LSVQX is a more actively managed with annual turnover of: 33.00 vs. DFFVX (10.00). DFFVX (0) and LSVQX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 17.44 vs. LSVQX (6.37). DFFVX return over 5 years is better than : 62.65 vs. LSVQX (48.34).
| DFFVX | LSVQX | DFFVX / LSVQX | |
| Total Expense Ratio | 0.29 | 0.83 | 35% |
| Annual Report Gross Expense Ratio | 0.30 | 0.83 | 36% |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 8.680 | 5.691 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 604M | 2,467% |
| Annual Yield % from dividends | 1.58 | 1.79 | 89% |
| Returns for 1 year | 17.44 | 6.37 | 274% |
| Returns for 3 years | 37.63 | 15.08 | 250% |
| Returns for 5 years | 62.65 | 48.34 | 130% |
| Returns for 10 years | 141.58 | 111.10 | 127% |
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